The Walker Webcast

Ivy Zelman, housing research leader with deep demographic and market forecasting expertise; Justin Nelson, debt capital markets and construction lending strategist; Kris Mikkelsen, capital markets chief tracking multifamily flows. They discuss spring home sales, shifting single‑family versus multifamily demand, construction and financing liquidity, private credit risks, and pockets of demand from data centers to build‑for‑rent.

Jesse Itzler, entrepreneur and endurance athlete who reframes limits from 'can' to 'will.' David Berry, hospitality founder who builds humble, hands-on cultures. Kira D'Amato, endurance athlete and entrepreneur who prioritizes family and health. Erling Kagge, explorer and philosopher who champions silence and walking for presence. They discuss purpose through action, humility in leadership, reclaiming time, and silence as a creative tool.

Dr. Peter Linneman, leading economist and Wharton Professor Emeritus, offers long-run views on productivity, interest rates, housing and asset classes. He discusses noisy jobs data, realistic AI-driven productivity gains, where rates should sit and likely Fed cuts. He highlights risks and opportunities across multifamily, office and data centers, and why U.S. wealth changes the debt conversation.

Dr. Michael Roizen, physician and bestselling author known for longevity and wellness work, shares practical science-backed strategies. He covers sauna and cold-plunge benefits, stress-busting trio of posse, purpose, play, breathing tricks, fasting-mimicking plans, alcohol moderation, sleep timing, supplements to consider, plasma exchange developments, and exercise pillars for long-term health.

Sahil Bloom, author, investor, and entrepreneur known for The 5 Types of Wealth and a popular newsletter. He discusses reshaping wealth across time, social, mental, physical, and financial dimensions. He shares stories about confronting insecurities, prioritizing family over career, auditing your calendar for energy, and how small habits compound into big change.

James Millon, CBRE capital markets leader with data center and global CRE expertise; Michelle Herrick, JPMorgan Chase commercial real estate head overseeing major lending; Justin Wheeler, Berkadia CEO focused on multifamily finance and firm growth. They discuss CRE cycle timing, buyer-seller gaps and what could unlock deals. AI and data centers shaping investment and lending. Leadership, hiring and industry consolidation trends.

Michael Nierenberg, CEO of Rithm Capital and longtime mortgage and securitized-products veteran, discusses Rithm’s transformation from a REIT into an asset manager. He covers mortgage and housing finance amid rising rates. Conversations touch on single-family rentals, consumer credit, AI-driven data center risks, bank consolidation, and cautious credit positioning for 2026.

Jon Levy, behavioral scientist and New York Times bestselling author known for studying trust and teams, joins to unpack leadership, why some teams outperform others, the role of psychological safety versus vision, his anonymous Influencers Dinner experiment, and how AI can coach teams. Short, vivid stories illuminate what builds belonging and multiplies team performance.

Dr. Peter Linneman, leading economist and Wharton Professor Emeritus, brings sharp, data-driven perspectives. They tackle Fed cut timing and why rates may fall sharply. They debate rent CPI mismeasurement and multifamily supply dynamics. AI's true impact on jobs and productivity gets a cautious look. Quick forecasts on oil, stocks, and real estate wrap up the conversation.

Ivy Zelman, the executive vice president and co-founder of Zelman, brings her expertise as a leading housing market analyst to discuss pressing industry issues. She analyzes the implications of recent Davos discussions, the withdrawal of institutional capital from single-family rentals, and the growing impact of AI in housing. Ivy highlights affordability challenges, market performance disparities, and her outlook on emerging investment opportunities in the Midwest. With insights on labor, immigration, and the effects of mortgage rates, this conversation is packed with valuable perspectives on today's housing landscape.